Using XML during data model configuration

Objective

After completing this lesson, you will be able to configure the data model in Employee Central

SAP SuccessFactors Employee Central Core structure

Employee Central is the core HR solution of SAP SuccessFactors HCM Suite.

Complete the following interaction to learn more about the components that make up Employee Central.

Employee Central Core Structure

Foundation Objects is a fundamental aspect of Employee Central. Foundation Objects allow the company to define and store its organization, pay, and job structures, which helps organize employee information.

Some of these objects are managed through the Metadata Framework as MetaData Framework (MDF) Objects, while XML-based objects are managed through Corporate Data Model.

Another important component of Employee Central is the HR data structure. Employee Central stores personal employee information, such as date of birth and national ID, and employment information, such as job title and salary.

One of the key features of SAP SuccessFactors is the ease with which you can maintain data. The solution offers both employee and manager self-service. This feature is controlled through role-based permissions (RBP) that allow you to decide who can view and edit data in the system. Managers and employees can initiate changes to their data or their subordinate’s data.

Data models in SAP SuccessFactors Employee Central

In this unit, you'll learn about the Employee Central system's setup, including the Admin Center configuration and the relevant XML files.

Data Models describe how data elements are structured in a database. They also define the properties that these elements possess and their relationships to each other.

Complete the following interaction to get a basic understanding of XML configuration.

Example of Data Model

Data Model Configuration

The data models in SAP SuccessFactors Employee Central play a critical role in configuring customer requirements. You've already seen an example of visibility and custom labels in the interaction, Person Info Element. Remember you could'nt see the Date of Death field and that the Place of Birth field was relabeled to the City of Birth. When configuring the data models, you can:

  • Set the visibility of a field in the instance.
  • Define custom labels and fields.
  • Define the relationship among Foundation Objects.
  • Set the order of fields that appear in the instance.
  • Set a picklist for a field.

Any changes made in the data model must comply with the Data Type Definition (DTD). That means you can't add a new element, field, or attribute unless it's defined in the DTD. When a particular field isn't needed in the configuration, we recommend you hide the field rather than delete it from the data model. If it must be deleted, for whatever reason, we recommend you set the visibility to "none" before deleting the field.

The Four Data Models

Use the interaction to learn how the data models are used in Employee Central.

Employee Central Data Models

Succession Data Model

The Succession Data Model (SDM) controls the underlying information structure you see on the People Profile. The different elements defined in SDM are used across different SAP SuccessFactors solutions. The relevant element for Employee Central is the HRIS element.

An employee record is divided into two main areas:

  1. Employment Information
  2. Personal Information.

Employment Information houses a record of the employee at work, including job information, compensation information, etc.

Personal Information contains a record of the employee outside of work, including the home address, national ID, and contact information.

Additionally, the Employment and Personal Information records can store country-specific information. For example, a company might record Equal Employment Opportunity (EEO) or Fair Labor Standards Act (FLSA) information in the USA or different kinds of national IDs.

Succession and country-specific Succession Data Models are initially uploaded in Provisioning (following the upload of the Corporate Data Models) during implementation. After that, you can back up multiple versions and restore a version for your instance. This feature helps protect your data and track the data model changes.

You can input comments into each version of the data model you upload. You can also view the date published, operator, and comments of previous versions. You can also download previous versions of the data model.

You can export and download Succession and country-specific Succession Data Models in the Admin Center. 

Corporate Data Model

The Corporate Data Model controls the underlying information structure for some corporate data, such as Location and Location Group. The rest of the organizational structure, such as Legal Entity, Business Unit, Division, etc., was moved to the Metadata Framework, which can be managed through the Admin Center.

Corporate data is categorized into four main areas:

  1. Organization-Related Structures
  2. Pay-Related
  3. Job-Related
  4. Others

You can see the standard pre-delivered objects in the figure, Corporate Data.

Additionally, corporate information may contain country-specific information. For example, the Location object may contain different address formats depending on the country. These country-specific fields and formats are configured in the Country-Specific Corporate Data Model.

The Corporate and CSF Corporate Data Models are uploaded initially in Provisioning during implementation.

Succeeding import and export can be made in Provisioning or from the Admin Center using the Import/Export Corporate Data Model and Import/Export Country/Region-Specific XML for Corporate Data Model tools.

Both Provisioning and Admin Center allow for backup versioning.

In the course files, you are provided with an abridged version of the Data Models and the corresponding DTDs to be used for the next exercise. However, the standard Data Models and DTDs must be downloaded from the SAP Download Center for actual Employee Central implementation projects.

Linking a data model to a DTD

Correctly validate data models by linking the correct DTD. For example, to validate Succession Data Model (SDM) against sf-form.dtd, replace the URL from "http://svn/viewvc/svn/V4/trunk/src/com/sf/dtd/sf-form.dtd?view=co"> to "sf-form.dtd">. This will allow the data model to read the DTD, provided both SDM and DTD are in the same local folder.

Linking Data Model to a DTD

Data ModelDTD
Succession Data Modelst-form.dtd
CSF Succession Data Modelcountry-specific-fields.dtd
Corporate Data ModelCorporate-datamodel.dtd
CSF Corporate Data Modelcountry-specific-fields.dtd

Exercise: Prepare the data models

Note

This exercise sets up your training environment. It's required for completing other hands-on exercises for this course.

Business Example

Although the learning system is preconfigured, uploading the baseline data models "refreshes" and ensures the system can support the subsequent hands-on configurations. You will upload the baseline data models as part of the initial setup.

Watch the Uploading the Data Models video to know how to import the XML files for the initial setup.

Steps

  1. Determine the XML Editor that you will use.

    Caution

    We don't guarantee any software stability or security. Refer to your company's IT policy when downloading and installing programs. XML Pad does have known bugs. 
    1. For PC users, use XMLPad at http://download.cnet.com/XmlPad/3000-7241_4-10252051.html or for Mac users, use Oxygen (30-day trial) http://www.oxygenxml.com/.

      Please use the Direct Download link to avoid the adware.

  2. If you haven't yet, download the Course Files (included in the assigned course content). Alternatively, you can also download the Course Files in SAP SuccessFactors Employee Central Academy Learning Room (a Learning Hub License is required to access Learning Rooms) Content Section → Latest XML and DTD Files Folder. The files included in the zip folder will be used in different activities throughout the course. Ensure to unzip the folder and save to your local drive.

  3. Identify which XML files to use in your system. You are provided six XML files but only need to use four. Use the table to identify the appropriate XML files to upload based on your training environment's URL.

    Data models for your URL

    OLD URLNEW URLDATA MODELS
    https://salesdemo.successfactors.eu/https://hcm-eu10-preview.hr.cloud.sap/sf/
    • 2405-CorporateDM
    • 2405-CSF-CorporateDM
    • 2405-CSF-SuccessionDM
    • 2405-SuccessionDM_EU
    https://pmsalesdemo8.successfactors.comhttps://hcm-us10-sales.hr.cloud.sap/sf/
    • 2405-CorporateDM
    • 2405-CSF-CorporateDM
    • 2405-CSF-SuccessionDM
    • 2405-SuccessionDM_US10
    https://hcm68sales.successfactors.comhttps://hcm-us20-sales.hr.cloud.sap/sf/
    • 2405-CorporateDM
    • 2405-CSF-CorporateDM
    • 2405-CSF-SuccessionDM
    • 2405-SuccessionDM_US20
  4. Go to Succession Management in Provisioning to upload the four data models necessary for configuring EC Core. Start with the CorporateDM.xml, followed by CSF-CorporateDM.xml then CSF-SuccessionDM.xml then SuccessionDM.xml .

    1. Log in to Provisioning. Alternatively, you can upload the Corporate and Country-Specific Corporate data models in the Admin Center.

    2. Choose your company name. Use the company ID that you received when you requested your instance.

    3. Scroll down to Succession Management section.

    4. Open the tool and upload the corresponding data models.

      • Import/Export Corporate Data Model XML
      • Import/Export Country/Region Specific XML for Corporate Data Model
      • Import/Export Country/Region Specific XML for Succession Data Model
      • Import/Export Data Model (This refers to Succession Data Model)

    Note

    When uploading the data models in Provisioning, there might be some warning messages of deprecated fields. You can ignore these as long as the data models are imported successfully.

Supplemental guides

There are two supplemental guides in the SAP Help portal which describe the data models used in SAP SuccessFactors HCM Suite and the corresponding fields in the data models. These are:

Note

Links may require SAP Universal ID.

Log in to track your progress & complete quizzes